MAR VISTA INVESTMENT PARTNERS LLC

CIK

1419999

Location

LOS ANGELES, CA

Portfolio Value

Small $959,156,077

Diversification

Diversified

Filing Date

Global Rank

#1,943 / 8,517 ▼ 103

Top Industry

Semiconductors 19.8%

3Y Alpha vs SPY

-0.6%

Period ended 47 days ago

Filed Aug 10, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+35.8%

SPY

+76.6%

Annualised alpha

-10.1%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.5 pts

Top 5

30.0%

−0.5 pts

Top 10

51.3%

−1.2 pts

HHI

411

Diversified−10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$350,347,522	9
Industrials	17.8%	$170,875,136	7
Healthcare	12.0%	$115,566,416	4
Financial Services	11.4%	$109,241,285	3
Communication Services	9.8%	$94,149,284	3
Basic Materials	4.7%	$45,285,831	2
Consumer Cyclical	4.5%	$43,251,335	2
Consumer Defensive	1.8%	$17,119,109	1
Real Estate	1.4%	$13,320,159	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+122,921	599,330	$10,356,422
NFLX	Netflix Inc	+112,571	371,863	$26,551,018
ASML	Asml Holding NV	+10,941	13,245	$26,350,131
SYK	Stryker Corp	+9,411	113,049	$35,592,347
GEV	GE Vernova Inc.	+2,905	26,096	$30,659,146
MTD	Mettler Toledo International Inc/	+2,321	19,323	$24,685,325
GE	General Electric Co	+1,973	130,318	$48,703,746
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−88,575	181,364	$43,226,295
GOOGL	Alphabet Inc.	−62,912	112,839	$39,871,443
UL	Unilever PLC	−60,209	284,749	$17,119,109
ADI	Analog Devices Inc	−44,108	75,348	$29,925,965
AAPL	Apple Inc.	−31,708	226,342	$65,494,321
APH	Amphenol Corp /De/	−31,419	259,042	$0
DHR	Danaher Corp /De/	−24,977	95,212	$18,135,981
TDG	TransDigm Group INC	−23,569	15,677	$20,882,391
AME	Ametek Inc/	−22,111	149,014	$36,052,447
JNJ	Johnson & Johnson	−19,712	146,288	$37,152,763
MSFT	Microsoft Corp	−19,579	140,064	$52,246,673
HEI	Heico Corp	−15,653	32,073	$11,424,081
V	Visa Inc.	−10,647	126,493	$43,398,483
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−9,806	80,628	$38,505,513
NVDA	Nvidia Corp	−9,770	350,322	$70,095,928
AMT	American Tower Corp /Ma/	−7,849	81,434	$13,320,159
ORCL	Oracle Corp	−7,642	111,863	$16,393,522
MCO	Moodys Corp /De/	−6,528	85,542	$38,743,682
LIN	Linde PLC	−5,998	68,335	$35,461,764
BRK-B	Berkshire Hathaway Inc	−5,903	54,156	$27,099,120
AVGO	Broadcom Inc.	−3,879	135,898	$51,335,469
META	Meta Platforms, Inc.	−3,303	49,223	$27,726,823
ECL	Ecolab Inc.	−627	35,261	$9,824,067
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SARO	StandardAero, Inc.	427,847	$12,796,903
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	21,020	$9,088,627
SAP	Sap SE	3,066	$524,929
VLTO	Veralto Corp	563	$49,780
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $959,156,077 total · filing declares 33 positions · $1,004,830,381 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	350,322	-9,770	$70,095,928	+11.6%	7.31%
AAPL	Apple Inc. Technology	Reduced	226,342	-31,708	$65,494,321	+0.0%	6.83%
MSFT	Microsoft Corp Technology	Reduced	140,064	-19,579	$52,246,673	−11.6%	5.45%
AVGO	Broadcom Inc. Technology	Reduced	135,898	-3,879	$51,335,469	+18.7%	5.35%
GE	General Electric Co Industrials	Added	130,318	+1,973	$48,703,746	+33.7%	5.08%
V	Visa Inc. Financial Services	Reduced	126,493	-10,647	$43,398,483	+4.7%	4.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	181,364	-88,575	$43,226,295	−23.1%	4.51%
GOOGL	Alphabet Inc. Communication Services	Reduced	112,839	-62,912	$39,871,443	−20.9%	4.16%
MCO	Moodys Corp /De/ Financial Services	Reduced	85,542	-6,528	$38,743,682	−3.5%	4.04%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	80,628	-9,806	$38,505,513	+26.0%	4.01%
JNJ	Johnson & Johnson Healthcare	Reduced	146,288	-19,712	$37,152,763	−8.4%	3.87%
AME	Ametek Inc/ Industrials	Reduced	149,014	-22,111	$36,052,447	−1.7%	3.76%
SYK	Stryker Corp Healthcare	Added	113,049	+9,411	$35,592,347	+4.5%	3.71%
LIN	Linde PLC Basic Materials	Reduced	68,335	-5,998	$35,461,764	−3.8%	3.70%
GEV	GE Vernova Inc. Industrials	Added	26,096	+2,905	$30,659,146	+51.5%	3.20%
ADI	Analog Devices Inc Technology	Reduced	75,348	-44,108	$29,925,965	−21.3%	3.12%
META	Meta Platforms, Inc. Communication Services	Reduced	49,223	-3,303	$27,726,823	−7.7%	2.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	54,156	-5,903	$27,099,120	−5.8%	2.83%
NFLX	Netflix Inc Communication Services	Added	371,863	+112,571	$26,551,018	+6.5%	2.77%
ASML	Asml Holding NV Technology	Added	13,245	+10,941	$26,350,131	+765.9%	2.75%
MTD	Mettler Toledo International Inc/ Healthcare	Added	19,323	+2,321	$24,685,325	+15.1%	2.57%
TDG	TransDigm Group INC Industrials	Reduced	15,677	-23,569	$20,882,391	−54.1%	2.18%
DHR	Danaher Corp /De/ Healthcare	Reduced	95,212	-24,977	$18,135,981	−20.4%	1.89%
UL	Unilever PLC Consumer Defensive	Reduced	284,749	-60,209	$17,119,109	−12.9%	1.78%
ORCL	Oracle Corp Technology	Reduced	111,863	-7,642	$16,393,522	−6.8%	1.71%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	81,434	-7,849	$13,320,159	−13.6%	1.39%
SARO	StandardAero, Inc. Industrials	NEW	427,847	NEW	$12,796,903	NEW	1.33%
HEI	Heico Corp Industrials	Reduced	32,073	-15,653	$11,424,081	−12.7%	1.19%
QXO	QXO, Inc. Industrials	Added	599,330	+122,921	$10,356,422	+11.9%	1.08%
ECL	Ecolab Inc. Basic Materials	Reduced	35,261	-627	$9,824,067	+2.9%	1.02%
NKE	NIKE, Inc. Consumer Cyclical	Held	610	0	$25,040	−22.3%	0.00%
APH	Amphenol Corp /De/ Technology	Reduced	259,042	-31,419	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.